Copy a Time Entry

The Copy Time function allows users to easily copy time entries, where the same activity may have been completed for multiple clients during the day.

FYI Admins, or users assigned to a User Group with the Edit Timesheets permission enabled, will be able to copy time entries for any user in the practice.

Time entries can be copied from:

• Time List views. Refer to Copying a Time Entry from a List.
• Individual time entries can also be copied from My Time - Calendar. Refer to Coping a Time Entry from Calendar.

Time created by Interim Invoices cannot be copied.

Copying a Time Entry from a List

Time can be copied in the following Time lists:

• Client Workspace on the Client - Time tab.
• Job Workspace on the Job - Time tab.
• The Practice - Time tab.

The Edit Timesheets permission will need to be enabled to copy time entries for users other than the current user.

To copy an existing time entry:

1. Click on a row in the Time List.
    
2. Click the Copy button in the toolbar at the top.
   
3. The Create Time drawer will be displayed, with fields populated to match the copied time entry.
   
   The Status field will default to the status selected in the user's settings. Refer to Setting Defaults and Filing Defaults for your Own Login - My Settings
   
4. Update the fields as required, and click Create.
    
5. If the date of the Time entry is prior to the Period Lock Date, a message will be displayed. The Period Lock Date is configured in the Practice Invoice Settings. Time entries prior to this date can only be added or edited by an FYI Admin, or the Period Lock Date will need to be amended or removed.
   
   The following message will be displayed for FYI Admins. Click Yes to create the time for a locked period.
   
   Standard Users will not be able to create the time entry. Change the Date on the time entry, or contact your FYI Admin to create the time or adjust the Period Lock Date.
   

Copying a Time Entry from Calendar

To copy an individual time entry from Calendar:

1. Navigate to Home -My Time. Select the Calendar icon.
    
2. Right-click on a time entry to display the menu, and click Copy.
   
3. The Create Time drawer will be displayed with the fields populated to match the original time entry.
    
4. Update the fields as required.
    
5. If the Time Entry Mode is set to "Duration", the Time field will be updated to match the time value of the original time entry. If set to "Start/Finish Time", the time will need to be entered into the Start Time and Finish Time fields in 24 hour format e.g. 15:30. The new time entry will be set to Start at midnight, and will need to be dragged to the correct position.